Hold List
Stocks previously added to the Buy List, but not currently trading far enough under fair value to consider at this time. If the stock price falls 25% under fair value, they will show up in the Buy List. At 50% over fair value - or if the business no longer is attractive - we will consider moving it to the Sold List.
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| Ticker | Company | Added | Cost | Price | Return | vs SPY | Fair Value | vs FV |
|---|---|---|---|---|---|---|---|---|
| VTEX | VTEX, Inc | 2025-03-04 | $4.33 | $4.88 | 12.70% | 19.51% | $6.25 | -21.92% |
| CELH | Celsius Holdings, Inc | 2024-06-12 | $61.69 | $37.08 | -39.89% | -39.20% | $25.00 | 48.32% |
| TOST | Toast Inc | 2024-04-20 | $21.62 | $34.85 | 61.19% | 52.62% | $30.00 | 16.17% |
| CPNG | Coupang, Inc | 2024-02-07 | $14.04 | $21.48 | 52.99% | 44.16% | $26.50 | -18.94% |
| HIMS | Hims & Hers Health | 2023-11-24 | $8.09 | $29.46 | 264.15% | 246.00% | $35.00 | -15.83% |
| PAYC | Paycom Software, Inc | 2023-11-01 | $153.07 | $219.29 | 43.26% | 15.65% | $278.00 | -21.12% |
| MNDY | monday.com Ltd. | 2023-10-22 | $132.01 | $251.10 | 90.21% | 62.57% | $231.00 | 8.70% |
| ZS | Zscaler, Inc | 2023-04-27 | $93.07 | $204.64 | 119.88% | 86.92% | $163.00 | 25.55% |
| V | Visa Inc | 2023-02-26 | $219.55 | $335.81 | 52.95% | 17.32% | $361.00 | -6.98% |
| ADSK | Autodesk, Inc | 2023-01-02 | $186.87 | $265.34 | 41.99% | 1.41% | $270.00 | -1.73% |
| NOW | ServiceNow, Inc | 2022-12-24 | $381.86 | $816.50 | 113.82% | 73.42% | $828.00 | -1.39% |
| FTNT | Fortinet, Inc | 2022-11-25 | $52.91 | $99.20 | 87.49% | 53.86% | $102.00 | -2.75% |
| TEAM | Atlassian Corp | 2022-11-18 | $118.76 | $207.25 | 74.51% | 38.76% | $228.00 | -9.10% |
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Watch List
| ASML | -22.19% |
| INTU | 13.81% |
| WDAY | -9.92% |
| VEEV | 13.63% |
| PSTG | -8.80% |
| CMG | 31.89% |
| RDDT | -3.54% |
| NTNX | 16.39% |
| CRWD | 79.36% |
| SE | 18.56% |
| SNOW | 4.67% |
| APPF | 5.15% |
| PINS | -36.61% |
vs. Fair Value Estimates
Buy List
| SEMR | -42.19% |
| TSM | -41.51% |
| ZETA | -33.44% |
| GOOG | -51.18% |
| NYAX | -34.12% |
| MSFT | -29.74% |
| ODD | -34.79% |
| ASR | -33.82% |
| FLYW | -44.45% |
| HRMY | -60.62% |
| GLBE | -29.41% |
| YOU | -33.68% |
| ABNB | -35.60% |
| MELI | -27.00% |
| ADBE | -45.51% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.92% |
| CELH | 48.32% |
| TOST | 16.17% |
| CPNG | -18.94% |
| HIMS | -15.83% |
| PAYC | -21.12% |
| MNDY | 8.70% |
| ZS | 25.55% |
| V | -6.98% |
| ADSK | -1.73% |
| NOW | -1.39% |
| FTNT | -2.75% |
| TEAM | -9.10% |
vs. Fair Value Estimates